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RYSOX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
207.9M

RYSOX Rydex S&P 500 A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks to provide investment results that match, before fees and expenses, the performance of the S&P 500® Index on a daily basis. The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The fund is non-diversified.

Market Cap

The average market capitalization across the Rydex S&P 500 A MF is 1.41T. The market cap for tickers in the group ranges from 486.97B to 3.06T. MSFT holds the highest valuation in this group at 3.06T. The lowest valued company is UNH at 486.97B.

Volume

The average weekly volume growth across all stocks in the Rydex S&P 500 A MF was -5%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 72
P/E Growth Rating: 47
Price Growth Rating: 33
SMR Rating: 30
Profit Risk Rating: 18
Seasonality Score: -63 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Rydex Series Funds9601 Blackwell Road,Suite 500Rockville
Phone
N/A
Web
www.rydex-sgi.com
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RYSOX and

Correlation & Price change

A.I.dvisor indicates that over the last year, RYSOX has been closely correlated with FXAIX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if RYSOX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RYSOX
1D Price
Change %
RYSOX100%
+2.12%
FXAIX - RYSOX
74%
Closely correlated
+2.12%
VSTSX - RYSOX
71%
Closely correlated
+1.99%
VTSMX - RYSOX
71%
Closely correlated
+1.99%
VSMPX - RYSOX
71%
Closely correlated
+2.00%
VTSAX - RYSOX
70%
Closely correlated
+2.00%
More